Schwab Difference: Advantages of Our Platform
Keeping the best of what you have today, servicing clients better and taking more control over tomorrow.
Schwab has the largest and most flexible platform for RIAs available today. Together with Schwab’s world-class support, that makes for a unique experience that rivals other industry leaders.
Product Selection
Through Schwab, you can choose from a large and flexible range of products including mutual funds, exchange traded funds, managed accounts, alternative investments, trust asset services and philanthropic opportunities.
Client Servicing
You get asset protection, account servicing and reporting capabilities, including online management tools; powerful online trading tools backed by an experienced trading desk; and vast research tools and resources.
Back-Office Support
Schwab offers comprehensive office
technology and support; resources for keeping compliant, including a monthly publication and a compliance toolbox; and in some cases, a dedicated Relationship Manager to provide support as your needs evolve. Read more about how we
support you.
Once you’re up and running as an independent RIA, our Business Consulting Services provides one-on-one support, online resources, and industry events to help you build your business and improve your service model. For more information, see our
brochure
.
Back to Top Support to Grow Your Business
We help you develop a growth strategy, focus your marketing efforts and execute your marketing strategy and business development plans. We help you develop a growth strategy, focus your marketing efforts and execute your marketing strategy and business development plans.
Read more about how we further your
growth efforts.
How Some RIAs Are Positioning for the Future: This
white paper offers insights from Schwab’s 2010 RIA Benchmarking Study.
The Benefits of Working with the Industry Leader
We help you develop a growth strategy, focus your marketing efforts and execute your marketing strategy and business development plans.For over 20 years, Schwab Advisor Services has been dedicated to supporting the needs of fee-based independent investment advisors.
We have spent considerable time and resources building a platform that helps new advisors strike out on their own and also benefit from the more than 6,000 independent investment advisor firms we serve every day.
We treat independent investment advisors with the same care and respect they provide their own clients. Our world-class support combined with our industry-leading platform means that RIAs who work with us gain:
- Relationship manager: A dedicated resource for fact-based and strategic input
- Service professionals: Industry-recognized day-to-day operational support
- Subject-matter experts: Focused knowledge in a variety of areas, from marketing to specific product areas to technology
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- Back-office infrastructure: Robust operations infrastructure, e.g., trading, reporting, portfolio management and custody services
- Product choice: Access to a broad array of investment and wealth management products and services
- Business Consulting Services: An integrated practice management program comprising Business Strategy & Planning, Human Capital, Marketing & Business Development, Transition Planning, Technology and Compliance Resources
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Back to Top NEXT: Tools and Resources
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Experiences expressed by advisors may not be representative of the experiences of other advisors and is not a guarantee of future success. The mention of third party firms are not, and should not be construed as a recommendations, endorsement or sponsorship by Schwab. These firms are not affiliated with or employed by Schwab.
